sync: local modifications to customer_management

- Updated core.py
- Updated base.ui
- Added new API files: check_tables, customer_pool_list, customers CRUD, handover_list
- Added new UI/DSPY files: customer_edit, customer_list, customer_pool, handover_list

customer_management/core.py

@@ -5,7 +5,7 @@ import re
 
 from ahserver.serverenv import ServerEnv
 from appPublic.worker import awaitify
-from sqlor.dbp import DBP
+from sqlor.dbpools import DBPools
 
 
 async def create_customer(
@@ -21,47 +21,48 @@ async def create_customer(
     region: str = None
 ) -> Dict:
     """创建客户档案"""
-    dbp = DBP()
+    db = DBPools()
-    customer_id = str(uuid.uuid4()).replace('-', '')
+    async with db.sqlorContext('default') as sor:
-    
+        customer_id = str(uuid.uuid4()).replace('-', '')
-    # 数据校验
+        
-    await validate_customer_data(dbp, phone, tax_id, customer_type)
+        # 数据校验
-    
+        await validate_customer_data(sor, phone, tax_id, customer_type)
-    now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        
-    customer_data = {
+        now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-        "id": customer_id,
+        customer_data = {
-        "customer_name": customer_name,
+            "id": customer_id,
-        "customer_type": customer_type,
+            "customer_name": customer_name,
-        "phone": phone,
+            "customer_type": customer_type,
-        "email": email,
+            "phone": phone,
-        "tax_id": tax_id,
+            "email": email,
-        "industry": industry,
+            "tax_id": tax_id,
-        "customer_level": customer_level,
+            "industry": industry,
-        "address": address,
+            "customer_level": customer_level,
-        "owner_id": owner_id or get_current_user_id(),
+            "address": address,
-        "region": region,
+            "owner_id": owner_id or get_current_user_id(),
-        "last_follow_up": now,
+            "region": region,
-        "created_at": now,
+            "last_follow_up": now,
-        "updated_at": now,
+            "created_at": now,
-        "status": "active"
+            "updated_at": now,
-    }
+            "status": "active"
-    
+        }
-    await dbp.insert("customers", customer_data)
+        
-    return customer_data
+        await sor.C("customers", customer_data)
+        return customer_data
 
 
-async def validate_customer_data(dbp, phone: str, tax_id: str, customer_type: str):
+async def validate_customer_data(sor, phone: str, tax_id: str, customer_type: str):
     """验证客户数据唯一性"""
     # 手机号唯一性校验
     if phone:
-        existing_phone = await dbp.select_one("customers", {"phone": phone})
+        existing_phone = await sor.R("customers", {"filters": [{"field": "phone", "op": "=", "value": phone}]})
-        if existing_phone:
+        if existing_phone and len(existing_phone) > 0:
             raise ValueError(f"手机号 {phone} 已存在，不能重复建档")
     
     # 企业税号唯一性校验（仅对企业客户）
     if customer_type == "enterprise" and tax_id:
-        existing_tax = await dbp.select_one("customers", {"tax_id": tax_id})
+        existing_tax = await sor.R("customers", {"filters": [{"field": "tax_id", "op": "=", "value": tax_id}]})
-        if existing_tax:
+        if existing_tax and len(existing_tax) > 0:
             raise ValueError(f"企业税号 {tax_id} 已存在，不能重复建档")
 
 
@@ -72,39 +73,40 @@ async def initiate_handover(
     reviewer_id: str = None
 ) -> Dict:
     """发起客户交接流程"""
-    dbp = DBP()
+    db = DBPools()
-    
+    async with db.sqlorContext('default') as sor:
-    # 获取客户信息
+        # 获取客户信息
-    customer = await dbp.select_one("customers", {"id": customer_id})
+        customer_records = await sor.R("customers", {"filters": [{"field": "id", "op": "=", "value": customer_id}]})
-    if not customer:
+        if not customer_records or len(customer_records) == 0:
-        raise ValueError("客户不存在")
+            raise ValueError("客户不存在")
-    
+        
-    if customer["status"] != "active":
+        customer = customer_records[0]
-        raise ValueError("只能交接活跃状态的客户")
+        if customer["status"] != "active":
-    
+            raise ValueError("只能交接活跃状态的客户")
-    # 创建交接记录
+        
-    handover_id = str(uuid.uuid4()).replace('-', '')
+        # 创建交接记录
-    handover_data = {
+        handover_id = str(uuid.uuid4()).replace('-', '')
-        "id": handover_id,
+        handover_data = {
-        "customer_id": customer_id,
+            "id": handover_id,
-        "from_owner_id": customer["owner_id"],
+            "customer_id": customer_id,
-        "to_owner_id": to_owner_id,
+            "from_owner_id": customer["owner_id"],
-        "handover_reason": handover_reason,
+            "to_owner_id": to_owner_id,
-        "current_stage": "preparation",
+            "handover_reason": handover_reason,
-        "reviewer_id": reviewer_id,
+            "current_stage": "preparation",
-        "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "reviewer_id": reviewer_id,
-        "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+            "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-    }
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-    
+        }
-    await dbp.insert("customer_handover", handover_data)
+        
-    
+        await sor.C("customer_handover", handover_data)
-    # 自动生成交接清单
+        
-    await generate_handover_items(dbp, handover_id, customer_id)
+        # 自动生成交接清单
-    
+        await generate_handover_items(sor, handover_id, customer_id)
-    return handover_data
+        
+        return handover_data
 
 
-async def generate_handover_items(dbp, handover_id: str, customer_id: str):
+async def generate_handover_items(sor, handover_id: str, customer_id: str):
     """自动生成交接清单"""
     items = []
     
@@ -120,10 +122,12 @@ async def generate_handover_items(dbp, handover_id: str, customer_id: str):
     })
     
     # 未结商机
-    opportunities = await dbp.query(
+    opportunities = await sor.R("opportunities", {
-        "SELECT id, customer_name, estimated_amount, current_stage FROM opportunities WHERE customer_name = (SELECT customer_name FROM customers WHERE id = %(customer_id)s) AND status = 'active'",
+        "filters": [
-        {"customer_id": customer_id}
+            {"field": "customer_name", "op": "=", "value": f"(SELECT customer_name FROM customers WHERE id = '{customer_id}')"},
-    )
+            {"field": "status", "op": "=", "value": "active"}
+        ]
+    })
     if opportunities:
         for opp in opportunities:
             items.append({
@@ -138,10 +142,7 @@ async def generate_handover_items(dbp, handover_id: str, customer_id: str):
             })
     
     # 历史合同（假设合同管理模块存在）
-    contracts = await dbp.query(
+    contracts = await sor.R("contracts", {"filters": [{"field": "customer_id", "op": "=", "value": customer_id}]})
-        "SELECT id, contract_no, amount, status FROM contracts WHERE customer_id = %(customer_id)s",
-        {"customer_id": customer_id}
-    )
     if contracts:
         for contract in contracts:
             items.append({
@@ -156,10 +157,12 @@ async def generate_handover_items(dbp, handover_id: str, customer_id: str):
             })
     
     # 服务工单（假设服务模块存在）
-    service_tickets = await dbp.query(
+    service_tickets = await sor.R("service_tickets", {
-        "SELECT id, ticket_no, subject, status FROM service_tickets WHERE customer_id = %(customer_id)s AND status != 'closed'",
+        "filters": [
-        {"customer_id": customer_id}
+            {"field": "customer_id", "op": "=", "value": customer_id},
-    )
+            {"field": "status", "op": "!=", "value": "closed"}
+        ]
+    })
     if service_tickets:
         for ticket in service_tickets:
             items.append({
@@ -174,10 +177,12 @@ async def generate_handover_items(dbp, handover_id: str, customer_id: str):
             })
     
     # 未解决回款问题
-    payment_issues = await dbp.query(
+    payment_issues = await sor.R("payment_records", {
-        "SELECT id, invoice_no, amount, due_date FROM payment_records WHERE customer_id = %(customer_id)s AND status = 'overdue'",
+        "filters": [
-        {"customer_id": customer_id}
+            {"field": "customer_id", "op": "=", "value": customer_id},
-    )
+            {"field": "status", "op": "=", "value": "overdue"}
+        ]
+    })
     if payment_issues:
         for issue in payment_issues:
             items.append({
@@ -193,233 +198,246 @@ async def generate_handover_items(dbp, handover_id: str, customer_id: str):
     
     # 批量插入交接项目
     for item in items:
-        await dbp.insert("customer_handover_items", item)
+        await sor.C("customer_handover_items", item)
 
 
 async def complete_handover_preparation(handover_id: str) -> Dict:
     """完成交接准备阶段"""
-    dbp = DBP()
+    db = DBPools()
-    
+    async with db.sqlorContext('default') as sor:
-    handover = await dbp.select_one("customer_handover", {"id": handover_id})
+        handover_records = await sor.R("customer_handover", {"filters": [{"field": "id", "op": "=", "value": handover_id}]})
-    if not handover:
+        if not handover_records or len(handover_records) == 0:
-        raise ValueError("交接记录不存在")
+            raise ValueError("交接记录不存在")
-    
+        
-    if handover["current_stage"] != "preparation":
+        handover = handover_records[0]
-        raise ValueError("当前不在准备阶段")
+        if handover["current_stage"] != "preparation":
-    
+            raise ValueError("当前不在准备阶段")
-    # 更新为审核阶段
+        
-    await dbp.update(
+        # 更新为审核阶段
-        "customer_handover",
+        await sor.U(
-        {
+            "customer_handover",
-            "current_stage": "review",
+            {
-            "prepared_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+                "current_stage": "review",
-            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+                "prepared_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        },
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-        {"id": handover_id}
+            },
-    )
+            {"filters": [{"field": "id", "op": "=", "value": handover_id}]}
-    
+        )
-    return {"handover_id": handover_id, "stage": "review"}
+        
+        return {"handover_id": handover_id, "stage": "review"}
 
 
 async def approve_handover(handover_id: str, approver_id: str = None) -> Dict:
     """审核交接清单"""
-    dbp = DBP()
+    db = DBPools()
-    approver_id = approver_id or get_current_user_id()
+    async with db.sqlorContext('default') as sor:
-    
+        approver_id = approver_id or get_current_user_id()
-    handover = await dbp.select_one("customer_handover", {"id": handover_id})
+        
-    if not handover:
+        handover_records = await sor.R("customer_handover", {"filters": [{"field": "id", "op": "=", "value": handover_id}]})
-        raise ValueError("交接记录不存在")
+        if not handover_records or len(handover_records) == 0:
-    
+            raise ValueError("交接记录不存在")
-    if handover["current_stage"] != "review":
+        
-        raise ValueError("当前不在审核阶段")
+        handover = handover_records[0]
-    
+        if handover["current_stage"] != "review":
-    # 更新为确认阶段
+            raise ValueError("当前不在审核阶段")
-    await dbp.update(
+        
-        "customer_handover",
+        # 更新为确认阶段
-        {
+        await sor.U(
-            "current_stage": "confirmation",
+            "customer_handover",
-            "reviewed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            {
-            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+                "current_stage": "confirmation",
-        },
+                "reviewed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        {"id": handover_id}
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-    )
+            },
-    
+            {"filters": [{"field": "id", "op": "=", "value": handover_id}]}
-    return {"handover_id": handover_id, "stage": "confirmation"}
+        )
+        
+        return {"handover_id": handover_id, "stage": "confirmation"}
 
 
 async def confirm_handover(handover_id: str, confirm_by: str = None) -> Dict:
     """确认接收客户"""
-    dbp = DBP()
+    db = DBPools()
-    confirm_by = confirm_by or get_current_user_id()
+    async with db.sqlorContext('default') as sor:
-    
+        confirm_by = confirm_by or get_current_user_id()
-    handover = await dbp.select_one("customer_handover", {"id": handover_id})
+        
-    if not handover:
+        handover_records = await sor.R("customer_handover", {"filters": [{"field": "id", "op": "=", "value": handover_id}]})
-        raise ValueError("交接记录不存在")
+        if not handover_records or len(handover_records) == 0:
-    
+            raise ValueError("交接记录不存在")
-    if handover["current_stage"] != "confirmation":
+        
-        raise ValueError("当前不在确认阶段")
+        handover = handover_records[0]
-    
+        if handover["current_stage"] != "confirmation":
-    # 更新客户负责人
+            raise ValueError("当前不在确认阶段")
-    await dbp.update(
+        
-        "customers",
+        # 更新客户负责人
-        {
+        await sor.U(
-            "owner_id": handover["to_owner_id"],
+            "customers",
-            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+            {
-        },
+                "owner_id": handover["to_owner_id"],
-        {"id": handover["customer_id"]}
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-    )
+            },
-    
+            {"filters": [{"field": "id", "op": "=", "value": handover["customer_id"]}]}
-    # 完成交接流程
+        )
-    await dbp.update(
+        
-        "customer_handover",
+        # 完成交接流程
-        {
+        await sor.U(
-            "current_stage": "completed",
+            "customer_handover",
-            "confirmed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            {
-            "completed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+                "current_stage": "completed",
-            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+                "confirmed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        },
+                "completed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        {"id": handover_id}
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-    )
+            },
-    
+            {"filters": [{"field": "id", "op": "=", "value": handover_id}]}
-    # 发送客户通知（模拟）
+        )
-    await send_customer_notification(handover["customer_id"], handover["to_owner_id"])
+        
-    
+        # 发送客户通知（模拟）
-    return {"handover_id": handover_id, "stage": "completed", "customer_id": handover["customer_id"]}
+        await send_customer_notification(sor, handover["customer_id"], handover["to_owner_id"])
+        
+        return {"handover_id": handover_id, "stage": "completed", "customer_id": handover["customer_id"]}
 
 
-async def send_customer_notification(customer_id: str, new_owner_id: str):
+async def send_customer_notification(sor, customer_id: str, new_owner_id: str):
     """发送客户对接人变更通知"""
     # 这里应该集成短信/邮件服务
     # 模拟实现
-    dbp = DBP()
+    customer_records = await sor.R("customers", {"filters": [{"field": "id", "op": "=", "value": customer_id}]})
-    customer = await dbp.select_one("customers", {"id": customer_id})
+    customer = customer_records[0] if customer_records else None
-    new_owner = await dbp.select_one("users", {"id": new_owner_id})  # 假设用户表存在
     
-    notification_content = f"尊敬的{customer['customer_name']}，您的客户经理已变更为{new_owner.get('name', '新经理')}，联系方式：{new_owner.get('phone', '待更新')}。"
+    new_owner_records = await sor.R("users", {"filters": [{"field": "id", "op": "=", "value": new_owner_id}]})
+    new_owner = new_owner_records[0] if new_owner_records else {"name": "新经理", "phone": "待更新"}
     
-    # 记录通知日志（实际应调用短信/邮件API）
+    if customer:
-    print(f"客户通知已发送: {notification_content}")
+        notification_content = f"尊敬的{customer['customer_name']}，您的客户经理已变更为{new_owner.get('name', '新经理')}，联系方式：{new_owner.get('phone', '待更新')}。"
+        
+        # 记录通知日志（实际应调用短信/邮件API）
+        print(f"客户通知已发送: {notification_content}")
 
 
 async def recycle_to_pool(customer_id: str, inactive_days: int = None, reason: str = "inactive_days"):
     """回收客户到公海池"""
-    dbp = DBP()
+    db = DBPools()
-    
+    async with db.sqlorContext('default') as sor:
-    customer = await dbp.select_one("customers", {"id": customer_id})
+        customer_records = await sor.R("customers", {"filters": [{"field": "id", "op": "=", "value": customer_id}]})
-    if not customer:
+        if not customer_records or len(customer_records) == 0:
-        raise ValueError("客户不存在")
+            raise ValueError("客户不存在")
-    
+        
-    if customer["status"] == "in_pool":
+        customer = customer_records[0]
-        raise ValueError("客户已在公海池中")
+        if customer["status"] == "in_pool":
-    
+            raise ValueError("客户已在公海池中")
-    # 创建公海记录
+        
-    pool_id = str(uuid.uuid4()).replace('-', '')
+        # 创建公海记录
-    pool_data = {
+        pool_id = str(uuid.uuid4()).replace('-', '')
-        "id": pool_id,
+        pool_data = {
-        "customer_id": customer_id,
+            "id": pool_id,
-        "original_owner_id": customer["owner_id"],
+            "customer_id": customer_id,
-        "recycle_reason": reason,
+            "original_owner_id": customer["owner_id"],
-        "inactive_days": inactive_days,
+            "recycle_reason": reason,
-        "recycled_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "inactive_days": inactive_days,
-        "pool_status": "available",
+            "recycled_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+            "pool_status": "available",
-    }
+            "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-    
+        }
-    await dbp.insert("customer_pool", pool_data)
+        
-    
+        await sor.C("customer_pool", pool_data)
-    # 更新客户状态
+        
-    await dbp.update(
+        # 更新客户状态
-        "customers",
+        await sor.U(
-        {
+            "customers",
-            "status": "in_pool",
+            {
-            "owner_id": "",  # 清空负责人
+                "status": "in_pool",
-            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+                "owner_id": "",  # 清空负责人
-        },
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-        {"id": customer_id}
+            },
-    )
+            {"filters": [{"field": "id", "op": "=", "value": customer_id}]}
-    
+        )
-    return pool_data
+        
+        return pool_data
 
 
 async def claim_from_pool(pool_id: str, new_owner_id: str = None):
     """从公海池认领客户"""
-    dbp = DBP()
+    db = DBPools()
-    new_owner_id = new_owner_id or get_current_user_id()
+    async with db.sqlorContext('default') as sor:
-    
+        new_owner_id = new_owner_id or get_current_user_id()
-    pool_record = await dbp.select_one("customer_pool", {"id": pool_id})
+        
-    if not pool_record:
+        pool_records = await sor.R("customer_pool", {"filters": [{"field": "id", "op": "=", "value": pool_id}]})
-        raise ValueError("公海记录不存在")
+        if not pool_records or len(pool_records) == 0:
-    
+            raise ValueError("公海记录不存在")
-    if pool_record["pool_status"] != "available":
+        
-        raise ValueError("该客户已被认领或分配")
+        pool_record = pool_records[0]
-    
+        if pool_record["pool_status"] != "available":
-    # 更新公海记录
+            raise ValueError("该客户已被认领或分配")
-    await dbp.update(
+        
-        "customer_pool",
+        # 更新公海记录
-        {
+        await sor.U(
-            "assigned_to": new_owner_id,
+            "customer_pool",
-            "assigned_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            {
-            "pool_status": "claimed",
+                "assigned_to": new_owner_id,
-            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+                "assigned_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        },
+                "pool_status": "claimed",
-        {"id": pool_id}
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-    )
+            },
-    
+            {"filters": [{"field": "id", "op": "=", "value": pool_id}]}
-    # 更新客户状态和负责人
+        )
-    await dbp.update(
+        
-        "customers",
+        # 更新客户状态和负责人
-        {
+        await sor.U(
-            "status": "active",
+            "customers",
-            "owner_id": new_owner_id,
+            {
-            "last_follow_up": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+                "status": "active",
-            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+                "owner_id": new_owner_id,
-        },
+                "last_follow_up": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        {"id": pool_record["customer_id"]}
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-    )
+            },
-    
+            {"filters": [{"field": "id", "op": "=", "value": pool_record["customer_id"]}]}
-    return {"customer_id": pool_record["customer_id"], "new_owner_id": new_owner_id}
+        )
+        
+        return {"customer_id": pool_record["customer_id"], "new_owner_id": new_owner_id}
 
 
 async def get_customer_360_view(customer_id: str) -> Dict:
     """获取客户360度视图"""
-    dbp = DBP()
+    db = DBPools()
-    
+    async with db.sqlorContext('default') as sor:
-    # 客户基本信息
+        # 客户基本信息
-    customer = await dbp.select_one("customers", {"id": customer_id})
+        customer_records = await sor.R("customers", {"filters": [{"field": "id", "op": "=", "value": customer_id}]})
-    if not customer:
+        if not customer_records or len(customer_records) == 0:
-        raise ValueError("客户不存在")
+            raise ValueError("客户不存在")
-    
+        
-    # 商机记录
+        customer = customer_records[0]
-    opportunities = await dbp.query(
+        
-        "SELECT id, estimated_amount, current_stage, expected_close_date, status FROM opportunities WHERE customer_name = %(customer_name)s ORDER BY created_at DESC",
+        # 商机记录
-        {"customer_name": customer["customer_name"]}
+        opportunities = await sor.R("opportunities", {
-    )
+            "filters": [{"field": "customer_name", "op": "=", "value": customer["customer_name"]}],
-    
+            "sortby": [{"field": "created_at", "direction": "desc"}]
-    # 合同历史（假设合同管理模块存在）
+        })
-    contracts = await dbp.query(
+        
-        "SELECT id, contract_no, amount, start_date, end_date, status FROM contracts WHERE customer_id = %(customer_id)s ORDER BY created_at DESC",
+        # 合同历史（假设合同管理模块存在）
-        {"customer_id": customer_id}
+        contracts = await sor.R("contracts", {
-    )
+            "filters": [{"field": "customer_id", "op": "=", "value": customer_id}],
-    
+            "sortby": [{"field": "created_at", "direction": "desc"}]
-    # 服务工单（假设服务模块存在）
+        })
-    service_tickets = await dbp.query(
+        
-        "SELECT id, ticket_no, subject, priority, status, created_at FROM service_tickets WHERE customer_id = %(customer_id)s ORDER BY created_at DESC",
+        # 服务工单（假设服务模块存在）
-        {"customer_id": customer_id}
+        service_tickets = await sor.R("service_tickets", {
-    )
+            "filters": [{"field": "customer_id", "op": "=", "value": customer_id}],
-    
+            "sortby": [{"field": "created_at", "direction": "desc"}]
-    # 回款情况
+        })
-    payments = await dbp.query(
+        
-        "SELECT id, invoice_no, amount, paid_amount, due_date, status FROM payment_records WHERE customer_id = %(customer_id)s ORDER BY due_date DESC",
+        # 回款情况
-        {"customer_id": customer_id}
+        payments = await sor.R("payment_records", {
-    )
+            "filters": [{"field": "customer_id", "op": "=", "value": customer_id}],
-    
+            "sortby": [{"field": "due_date", "direction": "desc"}]
-    return {
+        })
-        "customer": customer,
+        
-        "opportunities": opportunities,
+        return {
-        "contracts": contracts,
+            "customer": customer,
-        "service_tickets": service_tickets,
+            "opportunities": opportunities,
-        "payments": payments
+            "contracts": contracts,
-    }
+            "service_tickets": service_tickets,
+            "payments": payments
+        }
 
 
 def get_current_user_id() -> str:

wwwroot/api/check_tables.dspy

@@ -0,0 +1,19 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+import json
+result = {'keys': [], 'rows': []}
+try:
+    dbname = get_module_dbname('customer_management')
+    async with DBPools().sqlorContext(dbname) as sor:
+        ns = {'page': 1, 'rows': 50, 'sort': 'TABLE_NAME'}
+        sql = "SELECT TABLE_NAME FROM information_schema.TABLES WHERE TABLE_SCHEMA='crm_db'"
+        rows = await sor.sqlExe(sql, ns)
+        if isinstance(rows, dict):
+            rows = rows.get('rows', [])
+        if rows:
+            result['keys'] = list(dict(rows[0]).keys())
+            result['rows'] = [list(dict(r).values()) for r in rows]
+        result['success'] = True
+except Exception as e:
+    result['error'] = str(e)
+return json.dumps(result, ensure_ascii=False, default=str)

wwwroot/api/customer_pool_list.dspy

@@ -0,0 +1,30 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Customer pool list API"""
+import json
+
+result = {'success': False, 'rows': [], 'total': 0}
+
+try:
+    dbname = get_module_dbname('customer_management')
+    ns = {
+        'page': int(params_kw.get('page', 1)),
+        'rows': int(params_kw.get('rows', 20)),
+        'sort': 'created_at desc'
+    }
+    sql = "SELECT id, customer_id, original_owner_id, recycle_reason, inactive_days, recycled_at, pool_status, created_at FROM customer_pool"
+
+    async with DBPools().sqlorContext(dbname) as sor:
+        data = await sor.sqlExe(sql, ns)
+        if isinstance(data, dict):
+            result['total'] = data.get('total', 0)
+            result['rows'] = [dict(r) for r in data.get('rows', [])]
+        else:
+            result['rows'] = [dict(r) for r in (data or [])]
+            result['total'] = len(result['rows'])
+        result['success'] = True
+
+except Exception as e:
+    result['error'] = str(e)
+
+return json.dumps(result, ensure_ascii=False, default=str)

wwwroot/api/customers_create.dspy

@@ -0,0 +1,48 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Customer create API"""
+import json, uuid, time
+
+result = {'widgettype': 'Message', 'options': {'title': 'Error', 'message': 'Invalid request', 'type': 'error'}}
+
+try:
+    customer_name = params_kw.get('customer_name', '').strip()
+    customer_type = params_kw.get('customer_type', '').strip()
+    owner_id = params_kw.get('owner_id', '').strip()
+    
+    if not customer_name:
+        result['options'] = {'title': 'Error', 'message': '客户名称不能为空', 'type': 'error'}
+    elif not customer_type:
+        result['options'] = {'title': 'Error', 'message': '客户类型不能为空', 'type': 'error'}
+    elif not owner_id:
+        result['options'] = {'title': 'Error', 'message': '负责人不能为空', 'type': 'error'}
+    else:
+        dbname = get_module_dbname('customer_management')
+        new_id = str(uuid.uuid4()).replace('-', '')
+        now = time.strftime('%Y-%m-%d %H:%M:%S')
+        
+        phone = params_kw.get('phone', '').strip()
+        email = params_kw.get('email', '').strip()
+        tax_id = params_kw.get('tax_id', '').strip()
+        industry = params_kw.get('industry', '').strip()
+        customer_level = params_kw.get('customer_level', 'potential').strip()
+        address = params_kw.get('address', '').strip()
+        region = params_kw.get('region', '').strip()
+        status = params_kw.get('status', 'active').strip()
+
+        async with DBPools().sqlorContext(dbname) as sor:
+            await sor.sqlExe("""INSERT INTO customers (id, customer_name, customer_type, phone, email, tax_id, industry, customer_level, address, owner_id, region, status, created_at, updated_at)
+                VALUES (${id}$, ${customer_name}$, ${customer_type}$, ${phone}$, ${email}$, ${tax_id}$, ${industry}$, ${customer_level}$, ${address}$, ${owner_id}$, ${region}$, ${status}$, ${created_at}$, ${updated_at}$)""", {
+                'id': new_id, 'customer_name': customer_name, 'customer_type': customer_type,
+                'phone': phone, 'email': email, 'tax_id': tax_id, 'industry': industry,
+                'customer_level': customer_level, 'address': address, 'owner_id': owner_id,
+                'region': region, 'status': status,
+                'created_at': now, 'updated_at': now
+            })
+        
+        result = {'widgettype': 'Message', 'options': {'title': 'Success', 'message': '客户创建成功', 'type': 'success'}}
+
+except Exception as e:
+    result['options'] = {'title': 'Error', 'message': '创建失败: ' + str(e), 'type': 'error'}
+
+return json.dumps(result, ensure_ascii=False)

wwwroot/api/customers_delete.dspy

@@ -0,0 +1,25 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Customer delete API"""
+import json
+
+result = {'widgettype': 'Message', 'options': {'title': 'Error', 'message': 'Invalid request', 'type': 'error'}}
+
+try:
+    record_id = params_kw.get('id', '').strip()
+    if not record_id:
+        result['options'] = {'title': 'Error', 'message': '记录ID不能为空', 'type': 'error'}
+    else:
+        dbname = get_module_dbname('customer_management')
+        async with DBPools().sqlorContext(dbname) as sor:
+            existing = await sor.sqlExe("SELECT id FROM customers WHERE id = ${id}$", {'id': record_id})
+            if not existing:
+                result['options'] = {'title': 'Error', 'message': '客户不存在', 'type': 'error'}
+            else:
+                await sor.sqlExe("DELETE FROM customers WHERE id = ${id}$", {'id': record_id})
+                result = {'widgettype': 'Message', 'options': {'title': 'Success', 'message': '删除成功', 'type': 'success'}}
+
+except Exception as e:
+    result['options'] = {'title': 'Error', 'message': f'删除失败: {str(e)}', 'type': 'error'}
+
+return json.dumps(result, ensure_ascii=False)

wwwroot/api/customers_list.dspy

@@ -0,0 +1,30 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Customer list API - uses sqlor built-in pagination"""
+import json
+
+result = {'success': False, 'rows': [], 'total': 0}
+
+try:
+    dbname = get_module_dbname('customer_management')
+    ns = {
+        'page': int(params_kw.get('page', 1)),
+        'rows': int(params_kw.get('rows', 20)),
+        'sort': 'created_at desc'
+    }
+    sql = "SELECT id, customer_name, customer_type, phone, email, industry, customer_level, region, status, created_at FROM customers"
+
+    async with DBPools().sqlorContext(dbname) as sor:
+        data = await sor.sqlExe(sql, ns)
+        if isinstance(data, dict):
+            result['total'] = data.get('total', 0)
+            result['rows'] = [dict(r) for r in data.get('rows', [])]
+        else:
+            result['rows'] = [dict(r) for r in (data or [])]
+            result['total'] = len(result['rows'])
+        result['success'] = True
+
+except Exception as e:
+    result['error'] = str(e)
+
+return json.dumps(result, ensure_ascii=False, default=str)

wwwroot/api/customers_update.dspy

@@ -0,0 +1,39 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Customer update API"""
+import json, time
+
+result = {'widgettype': 'Message', 'options': {'title': 'Error', 'message': 'Invalid request', 'type': 'error'}}
+
+try:
+    record_id = params_kw.get('id', '').strip()
+    if not record_id:
+        result['options'] = {'title': 'Error', 'message': '记录ID不能为空', 'type': 'error'}
+    else:
+        dbname = get_module_dbname('customer_management')
+        now = time.strftime('%Y-%m-%d %H:%M:%S')
+        
+        fields = ['customer_name', 'customer_type', 'phone', 'email', 'tax_id', 'industry', 'customer_level', 'address', 'owner_id', 'region', 'status']
+        set_parts = []
+        params = {'id': record_id}
+        for f in fields:
+            val = params_kw.get(f, None)
+            if val is not None:
+                set_parts.append(f + " = ${" + f + "}$")
+                params[f] = val
+        
+        set_parts.append("updated_at = ${updated_at}$")
+        params['updated_at'] = now
+        
+        if len(set_parts) <= 1:
+            result['options'] = {'title': 'Error', 'message': '没有可更新的字段', 'type': 'error'}
+        else:
+            sql = "UPDATE customers SET " + ", ".join(set_parts) + " WHERE id = ${id}$"
+            async with DBPools().sqlorContext(dbname) as sor:
+                await sor.sqlExe(sql, params)
+            result = {'widgettype': 'Message', 'options': {'title': 'Success', 'message': '更新成功', 'type': 'success'}}
+
+except Exception as e:
+    result['options'] = {'title': 'Error', 'message': '更新失败: ' + str(e), 'type': 'error'}
+
+return json.dumps(result, ensure_ascii=False)

wwwroot/api/handover_list.dspy

@@ -0,0 +1,30 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Customer handover list API"""
+import json
+
+result = {'success': False, 'rows': [], 'total': 0}
+
+try:
+    dbname = get_module_dbname('customer_management')
+    ns = {
+        'page': int(params_kw.get('page', 1)),
+        'rows': int(params_kw.get('rows', 20)),
+        'sort': 'created_at desc'
+    }
+    sql = "SELECT id, customer_id, from_owner_id, to_owner_id, current_stage, handover_reason, created_at FROM customer_handover"
+
+    async with DBPools().sqlorContext(dbname) as sor:
+        data = await sor.sqlExe(sql, ns)
+        if isinstance(data, dict):
+            result['total'] = data.get('total', 0)
+            result['rows'] = [dict(r) for r in data.get('rows', [])]
+        else:
+            result['rows'] = [dict(r) for r in (data or [])]
+            result['total'] = len(result['rows'])
+        result['success'] = True
+
+except Exception as e:
+    result['error'] = str(e)
+
+return json.dumps(result, ensure_ascii=False, default=str)

wwwroot/base.ui

@@ -1,51 +1,67 @@
 {
-    "widgettype": "TabPanel",
+  "type": "Page",
-    "options": {
+  "title": "Customer Management",
-        "title": "客户管理"
+  "content": {
-    },
+    "type": "VBox",
-    "subwidgets": [
+    "style": {"padding": "16px", "height": "100%"},
-        {
+    "children": [
-            "widgettype": "CRUD",
+      {
-            "options": {
+        "type": "HBox",
-                "title": "客户档案",
+        "justify": "space-between",
-                "url": "{{entire_url(customers_list)}}"
+        "style": {"marginBottom": "16px"},
-            }
+        "children": [
+          {"type": "Text", "content": "Customer List", "style": {"fontSize": "20px", "fontWeight": "bold"}},
+          {"type": "Button", "id": "addCustomerBtn", "text": "Add Customer", "variant": "primary", "leadingIcon": "add", "onclick": "openDialog('addCustomerDialog')"}
+        ]
+      },
+      {
+        "type": "CRUD",
+        "id": "customerCRUD",
+        "api": {
+          "list": "main/customer_management/api/customers_list.dspy",
+          "create": "main/customer_management/api/customers_create.dspy",
+          "update": "main/customer_management/api/customers_update.dspy",
+          "delete": "main/customer_management/api/customers_delete.dspy"
         },
-        {
+        "columns": [
-            "widgettype": "CRUD",
+          {"field": "customer_name", "title": "Customer Name", "width": 180},
-            "options": {
+          {"field": "customer_type", "title": "Type", "width": 100, "formatter": "code:customer_type"},
-                "title": "客户交接",
+          {"field": "phone", "title": "Phone", "width": 130},
-                "url": "{{entire_url(handover_list)}}"
+          {"field": "email", "title": "Email", "width": 180},
-            }
+          {"field": "industry", "title": "Industry", "width": 120},
-        },
+          {"field": "customer_level", "title": "Level", "width": 100, "formatter": "code:customer_level"},
-        {
+          {"field": "region", "title": "Region", "width": 100},
-            "widgettype": "CRUD",
+          {"field": "status", "title": "Status", "width": 80, "formatter": "code:customer_status"},
-            "options": {
+          {"field": "created_at", "title": "Created", "width": 160}
-                "title": "客户公海池", 
+        ],
-                "url": "{{entire_url(customer_pool_list)}}"
+        "style": {"flex": 1}
-            }
+      },
-        },
+      {
-        {
+        "type": "Dialog",
-            "widgettype": "Panel",
+        "id": "addCustomerDialog",
-            "options": {
+        "title": "Add Customer",
-                "title": "客户360度视图"
+        "width": 600,
-            },
+        "content": {
-            "subwidgets": [
+          "type": "Form",
-                {
+          "id": "addCustomerForm",
-                    "widgettype": "Form",
+          "fields": [
-                    "options": {
+            {"field": "customer_name", "title": "Customer Name", "uitype": "TextField", "required": true},
-                        "title": "客户查询",
+            {"field": "customer_type", "title": "Type", "uitype": "SelectField", "required": true, "options": "code:customer_type"},
-                        "fields": [
+            {"field": "phone", "title": "Phone", "uitype": "TextField"},
-                            {
+            {"field": "email", "title": "Email", "uitype": "TextField"},
-                                "name": "customer_id",
+            {"field": "tax_id", "title": "Tax ID", "uitype": "TextField"},
-                                "label": "客户ID",
+            {"field": "industry", "title": "Industry", "uitype": "TextField"},
-                                "type": "text"
+            {"field": "customer_level", "title": "Level", "uitype": "SelectField", "options": "code:customer_level", "value": "potential"},
-                            }
+            {"field": "address", "title": "Address", "uitype": "TextField"},
-                        ],
+            {"field": "region", "title": "Region", "uitype": "TextField"},
-                        "onSubmit": "get_customer_360_view"
+            {"field": "owner_id", "title": "Owner ID", "uitype": "TextField", "required": true}
-                    }
+          ],
-                }
+          "actions": [
-            ]
+            {"type": "Button", "text": "Cancel", "onclick": "closeDialog('addCustomerDialog')"},
+            {"type": "Button", "text": "Submit", "variant": "primary", "onclick": "submitForm('addCustomerForm', 'main/customer_management/api/customers_create.dspy', 'addCustomerDialog', 'customerCRUD')"}
+          ]
         }
+      }
     ]
+  }
 }

wwwroot/customer_edit.ui

@@ -0,0 +1,65 @@
+{
+  "widgettype": "Page",
+  "options": {
+    "title": "客户编辑",
+    "style": {"height": "100vh", "padding": "0"}
+  },
+  "subwidgets": [
+    {
+      "widgettype": "VBox",
+      "options": {"style": {"padding": "16px", "flex": 1, "overflow": "auto"}},
+      "subwidgets": [
+        {
+          "widgettype": "Form",
+          "id": "customer_form",
+          "options": {
+            "submit_url": "{{entire_url('api/customers_create.dspy')}}",
+            "method": "POST",
+            "layout": "vertical",
+            "style": {"maxWidth": "600px"},
+            "fields": [
+              {"name": "customer_name", "label": "客户名称", "uitype": "text", "required": true},
+              {"name": "customer_type", "label": "客户类型", "uitype": "code", "required": true, "data": [
+                {"value": "enterprise", "text": "企业客户"},
+                {"value": "individual", "text": "个人客户"},
+                {"value": "government", "text": "政府客户"}
+              ]},
+              {"name": "contact_person", "label": "联系人", "uitype": "text"},
+              {"name": "phone", "label": "电话", "uitype": "text"},
+              {"name": "email", "label": "邮箱", "uitype": "text"},
+              {"name": "tax_id", "label": "税号", "uitype": "text"},
+              {"name": "industry", "label": "行业", "uitype": "code", "data": [
+                {"value": "manufacturing", "text": "制造业"},
+                {"value": "technology", "text": "科技"},
+                {"value": "finance", "text": "金融"},
+                {"value": "retail", "text": "零售"},
+                {"value": "other", "text": "其他"}
+              ]},
+              {"name": "customer_level", "label": "客户等级", "uitype": "code", "data": [
+                {"value": "potential", "text": "潜在客户"},
+                {"value": "active", "text": "活跃客户"},
+                {"value": "vip", "text": "VIP客户"}
+              ]},
+              {"name": "address", "label": "地址", "uitype": "textarea"},
+              {"name": "owner_id", "label": "负责人", "uitype": "text", "required": true},
+              {"name": "region", "label": "区域", "uitype": "code", "data": [
+                {"value": "east", "text": "华东"},
+                {"value": "south", "text": "华南"},
+                {"value": "west", "text": "华西"},
+                {"value": "north", "text": "华北"}
+              ]},
+              {"name": "status", "label": "状态", "uitype": "code", "data": [
+                {"value": "active", "text": "有效"},
+                {"value": "inactive", "text": "无效"}
+              ]}
+            ],
+            "buttons": [
+              {"type": "submit", "text": "保存", "variant": "primary"},
+              {"type": "button", "text": "取消", "action": "navigate('main/customer_management/customer_list.ui')"}
+            ]
+          }
+        }
+      ]
+    }
+  ]
+}

wwwroot/customer_list.ui

@@ -0,0 +1,45 @@
+{
+  "widgettype": "Page",
+  "options": {
+    "title": "客户列表",
+    "style": {"height": "100vh", "padding": "0"}
+  },
+  "subwidgets": [
+    {
+      "widgettype": "VBox",
+      "options": {"style": {"padding": "16px", "flex": 1, "overflow": "hidden"}},
+      "subwidgets": [
+        {
+          "widgettype": "HBox",
+          "options": {"style": {"marginBottom": "16px", "gap": "8px"}},
+          "subwidgets": [
+            {"widgettype": "TextField", "id": "search_keyword", "options": {"label": "搜索", "placeholder": "客户名称/编码", "style": {"flex": 1}}},
+            {"widgettype": "Button", "id": "btn_search", "options": {"text": "搜索", "variant": "primary"}}
+          ]
+        },
+        {
+          "widgettype": "DataGrid",
+          "id": "customer_grid",
+          "options": {
+            "url": "{{entire_url('api/customers_list.dspy')}}",
+            "style": {"flex": 1},
+            "columns": [
+              {"field": "customer_code", "header": "客户编码", "width": 120},
+              {"field": "customer_name", "header": "客户名称", "width": 200},
+              {"field": "customer_type", "header": "类型", "width": 100},
+              {"field": "industry", "header": "行业", "width": 120},
+              {"field": "contact_person", "header": "联系人", "width": 100},
+              {"field": "phone", "header": "电话", "width": 120},
+              {"field": "status", "header": "状态", "width": 80}
+            ],
+            "toolbar": [
+              {"type": "button", "text": "新增", "icon": "add", "action": "navigate('main/customer_management/customer_edit.ui')"},
+              {"type": "button", "text": "编辑", "icon": "edit", "action": "navigate('main/customer_management/customer_edit.ui?id={% raw %}{{selectedRow.id}}{% endraw %}')"},
+              {"type": "button", "text": "删除", "icon": "delete", "action": "doDelete('{% raw %}{{selectedRow.id}}{% endraw %}')"}
+            ]
+          }
+        }
+      ]
+    }
+  ]
+}

wwwroot/customer_pool.ui

@@ -0,0 +1,34 @@
+{
+  "widgettype": "Page",
+  "options": {
+    "title": "客户公海",
+    "style": {"height": "100vh", "padding": "0"}
+  },
+  "subwidgets": [
+    {
+      "widgettype": "VBox",
+      "options": {"style": {"padding": "16px", "flex": 1, "overflow": "hidden"}},
+      "subwidgets": [
+        {
+          "widgettype": "DataGrid",
+          "id": "pool_grid",
+          "options": {
+            "url": "{{entire_url('api/customer_pool_list.dspy')}}",
+            "style": {"flex": 1},
+            "columns": [
+              {"field": "customer_code", "header": "客户编码", "width": 120},
+              {"field": "customer_name", "header": "客户名称", "width": 200},
+              {"field": "industry", "header": "行业", "width": 120},
+              {"field": "recycle_reason", "header": "回收原因", "width": 150},
+              {"field": "pool_status", "header": "状态", "width": 80},
+              {"field": "recycle_time", "header": "回收时间", "width": 150}
+            ],
+            "toolbar": [
+              {"type": "button", "text": "领取", "icon": "get_app", "action": "claimCustomer('{% raw %}{{selectedRow.id}}{% endraw %}')"}
+            ]
+          }
+        }
+      ]
+    }
+  ]
+}

wwwroot/handover_list.ui

@@ -0,0 +1,31 @@
+{
+  "widgettype": "Page",
+  "options": {
+    "title": "客户交接",
+    "style": {"height": "100vh", "padding": "0"}
+  },
+  "subwidgets": [
+    {
+      "widgettype": "VBox",
+      "options": {"style": {"padding": "16px", "flex": 1, "overflow": "hidden"}},
+      "subwidgets": [
+        {
+          "widgettype": "DataGrid",
+          "id": "handover_grid",
+          "options": {
+            "url": "{{entire_url('api/handover_list.dspy')}}",
+            "style": {"flex": 1},
+            "columns": [
+              {"field": "customer_name", "header": "客户名称", "width": 200},
+              {"field": "from_owner_name", "header": "原负责人", "width": 120},
+              {"field": "to_owner_name", "header": "新负责人", "width": 120},
+              {"field": "handover_reason", "header": "交接原因", "width": 200},
+              {"field": "status", "header": "状态", "width": 80},
+              {"field": "created_at", "header": "创建时间", "width": 150}
+            ]
+          }
+        }
+      ]
+    }
+  ]
+}